Best Investors
Account
Sign in
234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-03 |
Branch Locations
234 1St Street, San Francisco, CA 94105 • United States
5335 Gate Pkwy, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Coumbia | MD | 06/2017 | 09/2019 |
| Cayman Cabana | George Town | 10/2016 | 06/2017 | |
| Ink N' Ivy | Greenville | SC | 05/2016 | 10/2016 |
| Cp2 Acquisitions Co | Greenville | SC | 08/2016 | 11/2016 |
| Rationalfx | London | 11/2019 | 03/2020 | |
| Universal Partners Fx | London | 09/2020 | 09/2020 | |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 10/2020 | 01/2022 |
| Bank Of America N.A. | Jacksonville | FL | 11/2020 | 01/2022 |
| Unemployed | London | 03/2020 | 09/2020 | |
| Sofi Securities, Llc | Jacksonville | FL | 01/2022 | Present |
| Sofi Wealth, Llc | Jacksonville | FL | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-25 |
Reach out to this advisor